Bear Mountain Capital’s iShares MSCI EAFE ETF EFA Stock Holding History

Bear Mountain Capital’s Portfolio EFA Stock Details EFA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$104	Hold	1	–	–	﹤0.01%	198
2026 Q1	$104	Hold	1	–	–	﹤0.01%	180
2025 Q4	$99	Hold	1	–	–	﹤0.01%	184
2025 Q3	$95	Hold	1	–	–	﹤0.01%	309
2025 Q2	$88	Sell	1 -507	-100%	-$43.3K	﹤0.01%	171
2025 Q1	$43.1K	Hold	508	–	–	0.02%	69
2024 Q4	$40K	Hold	508	–	–	0.02%	65
2024 Q3	$41.2K	Hold	508	–	–	0.02%	66
2024 Q2	$41.4K	Hold	508	–	–	0.02%	71
2024 Q1	$38.8K	Hold	508	–	–	0.02%	72
2023 Q4	$37.5K	Buy	+508	New	+$35.9K	0.02%	77

Other funds holding EFA

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

WoodTrust Financial Wisconsin Rapids, Wisconsin $842M AUM 28.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Greenfield FTC Reno, Nevada $735M AUM 22.08% 1-Year Est. Return

CWS

Confluence Wealth Services Mcmurray, Pennsylvania $3.5B AUM 22.08% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

Bear Mountain Capital's EFA Position: Q2 2026 in Review

Bear Mountain Capital held its iShares MSCI EAFE ETF (EFA) position steady in Q2 2026 at 1 share worth $104. The position accounts for ﹤0.01% of the portfolio, ranked #198.

Bear Mountain Capital first reported a position in EFA in Q4 2023 and has held it in 11 quarters since. The position peaked at $43.1K in Q1 2025. 1,027 funds tracked by Wall St. Rank hold EFA as of Q2 2026.

Bear Mountain Capital held 1 share of iShares MSCI EAFE ETF worth $104 as of Q2 2026.
Bear Mountain Capital left its iShares MSCI EAFE ETF share count unchanged in Q2 2026.
iShares MSCI EAFE ETF made up ﹤0.01% of Bear Mountain Capital's portfolio in Q2 2026, its #198 holding.
Bear Mountain Capital first reported a position in iShares MSCI EAFE ETF in Q4 2023 and has held it in 11 quarters since.
Bear Mountain Capital's iShares MSCI EAFE ETF position peaked at $43.1K in Q1 2025.
1,027 funds tracked by Wall St. Rank held iShares MSCI EAFE ETF as of Q2 2026.

Based on Bear Mountain Capital's 13F filing for Q2 2026, filed 20 Jul 2026.